Invesco India Equity Savings Fund vs DSP Equity Savings Fund compare
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
DSP Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Fund | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High | Moderately High | Moderate |
| Asset Size (Cr) | ₹423 Cr | ₹423 Cr | ₹3936 Cr |
| Min Investment | ₹1000 | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹100 |
| Launch Date | 06 Mar 2019 | 06 Mar 2019 | 28 Mar 2016 |
| Category | Equity Savings | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 469% | 469% | 444% |
| Expense Ratio | 2.3 | 2.3 | 1.32 |
| Manager | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Kedar Karnik |
| ISIN Code | INF205KA1023 | INF205KA1023 | INF740KA1439 |
| Exits Load | Invesco India Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Invesco India Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | -1.06% | -1.06% | - |
| 6 Month | -0.45% | -0.45% | 2.05% |
| 1 Year | -0.18% | -0.18% | 5.18% |
| 3 Year | 10.36% | 10.36% | 9.91% |
| 5 Year | 8.09% | 8.09% | 9.57% |
SIP Return Analysis
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | -0.52% | -0.52% | 1.44% |
| 1 Year | 3.11% | 3.11% | 6.76% |
| 3 Year | 8.26% | 8.26% | 9.26% |
| 5 Year | 8.39% | 8.39% | 9.09% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 8.25% | 8.25% | 8.43% |
| 3 Year | 8.2% | 8.2% | 8.82% |
| 5 Year | 9.4% | 9.4% | 8.25% |
Risk Management
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 5.60% | 5.60% | 4.23% |
| Sharp | 0.70% | 0.70% | 1.07% |
| Beta | - | - | 0.82% |
| Alpha | - | - | 0.82% |
Fund Managers
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Kedar Karnik |
| Total AUM | ₹24743 Cr | ₹24743 Cr | ₹32997 Cr |
| Funds Managed | 19 | 19 | 11 |
| Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 36.38 | 36.38 | 32.73 |
| Large Cap | 44.4 | 44.4 | 56.66 |
| Small Cap | 8.54 | 8.54 | 3.64 |
| Mid Cap | 10.68 | 10.68 | 6.96 |
Sector Allocation
| Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 31.98 | 31.98 | 27.62 |
| Energy | 3.47 | 3.47 | 7.07 |
| Technology | 6.65 | 6.65 | 5.21 |
| Healthcare | 2.75 | 2.75 | 5.78 |
| Industrials | 7.63 | 7.63 | 3.15 |
| Financial Services | 23.18 | 23.18 | 28.68 |
| Consumer Defensive | 6.67 | 6.67 | 3.25 |
| Basic Materials | 6.52 | 6.52 | 4.11 |
| Real Estate | 0.42 | 0.42 | 1.31 |
| Consumer Cyclical | 6.44 | 6.44 | 5.88 |
| Communication Services | 2.63 | 2.63 | 4.86 |
| Utilities | 1.67 | 1.67 | 3.08 |
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